Benjamin Goldhammer
Benjamin Goldhammer is a registered investment advisor at J.P. Morgan Securities LLC, based in Sacramento, CA, with 24 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
3600 El Camino Ave, Sacramento, CA, 95821
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
July 2004Other Business Activities
Benjamin co-owns rental property since 2017 and acts as a landlord. He initially dedicated a few hours per week, but now spends minimal time on this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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